CT Financial Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

CT Financial Advisors’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-281	Closed	-$3.53K	–	648
2015 Q1	$3.53K	Buy	281 +1	+0.4%	+$12	﹤0.01%	541
2014 Q4	$3.23K	Buy	+280	New	+$3.36K	﹤0.01%	457
2014 Q1	$3.53K	Buy	+281	New	+$3.7K	﹤0.01%	541

Other funds holding PBD

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CT Financial Advisors's PBD Position: Q2 2015 in Review

CT Financial Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2015, closing a stake of 281 shares — an estimated $3.53K sold.

CT Financial Advisors first reported a position in PBD in Q1 2014 and held it in 3 quarters. The position peaked at $3.53K in Q1 2015. 41 funds tracked by Wall St. Rank hold PBD as of Q2 2015.

CT Financial Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q2 2015 after selling out during the quarter.
CT Financial Advisors sold 281 Invesco Global Clean Energy ETF shares in Q2 2015, an estimated $3.53K.
CT Financial Advisors first reported a position in Invesco Global Clean Energy ETF in Q1 2014 and held it in 3 quarters.
CT Financial Advisors's Invesco Global Clean Energy ETF position peaked at $3.53K in Q1 2015.
41 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2015.

Based on CT Financial Advisors's 13F filing for Q2 2015, filed 17 Jul 2015.